[{"data":1,"prerenderedAt":153},["ShallowReactive",2],{"{\"language\":\"fr\",\"resolve_relations\":[\"post.author\"]}posts\u002Fpower-not-chips-now-decides-who-wins-the-ai-race":3},{"data":4,"headers":131},{"story":5,"cv":118,"rels":119,"links":130},{"name":6,"created_at":7,"published_at":8,"updated_at":9,"id":10,"uuid":11,"content":12,"slug":110,"full_slug":111,"sort_by_date":60,"position":112,"tag_list":113,"is_startpage":24,"parent_id":114,"meta_data":60,"group_id":115,"first_published_at":116,"release_id":60,"lang":66,"path":60,"alternates":117,"default_full_slug":60,"translated_slugs":60}," Power, Not Chips, Now Decides Who Wins the AI Race","2026-09-24T17:07:44.742Z","2026-09-24T18:54:32.512Z","2026-09-24T18:54:32.524Z",223559945207128,"da21bda5-ccfa-4f93-b4a9-d4d97758e418",{"seo":13,"_uid":28,"date":29,"intro":30,"title":31,"author":32,"blocks":69,"category":104,"featured":24,"component":105,"thumbnail":106,"hero_image":108},[14],{"_uid":15,"image":16,"title":25,"component":26,"description":27},"0b2255c1-04c6-484f-9505-d1f055394cba",{"id":17,"alt":18,"name":19,"focus":19,"title":19,"source":19,"filename":20,"copyright":19,"fieldtype":21,"meta_data":22,"is_external_url":24},207968453842624,"dpd_1","","https:\u002F\u002Fa.storyblok.com\u002Ff\u002F290340181793214\u002F1261x831\u002F718e276b65\u002Fistock-1299944072.jpg","asset",{"alt":18,"size":23,"title":19,"source":19,"copyright":19},"1261x831",false,"Power, Not Chips, Now Decides Who Wins the AI Race","seo","The AI race has stopped being a story about chips. In this issue of Digital Power Digest, Keel Infrastructure SVP Chris Ruppel breaks down eight forces reshaping how AI infrastructure actually gets built, starting with power, the hardest constraint of all. Pennsylvania's resource-adequacy analysis shows the grid failing PJM's reliability criterion from 2027 through 2030, driven largely by data-center load growth, and that shortfall is pushing developers to act like power companies themselves. \"Bring your own power\" started as a workaround, but with Vertiv moving into microgrid controls and xAI building a battery-backed campus in Memphis, self-generation is becoming the standard.\n\nThat shift is colliding with a rewritten social contract. Communities that once welcomed data centers with open arms — Loudoun County, Virginia, among them — are weighing moratoria, tax-exemption rollbacks, and new cost-sharing requirements, all of which force developers to prove tangible local benefit rather than assume it. Meanwhile, the market itself is splitting in two, with gigawatt-scale training campuses on one end and smaller, factory-built inference facilities on the other. Each has different financing needs, and Wall Street is adjusting accordingly, with data centers now representing roughly 8% of new commercial-property bond issuance and lenders having to underwrite megawatts and interconnection risk alongside real estate.\n\nThe AI supply chain is industrializing past GPUs and into transformers, turbines, fiber, and skilled electrical labor, with mismatched delivery timelines creating fresh bottlenecks. Developers are responding with an \"all of the above\" power strategy by mixing renewables, batteries, gas, and nuclear based on what delivers reliable megawatts fastest, as seen in ERCOT's gas queue jumping from 65 GW to 80 GW in three months. And with sovereign-AI deployments and export-control fights entering the picture, AI infrastructure is increasingly treated as national-security infrastructure. The next AI project needs power, capital, permission, materials, and rules that don't exist yet. Power is still the hardest of those to secure, and it determines whether the other four are worth arranging.\n\n","e270c710-bcda-4642-9482-84d4501225d8","2026-09-22 00:00","Power, not chip supply, now decides where AI infrastructure gets built, as developers race to secure generation, materials, and social license first. ","Digital Power Digest- Volume 4: September 7 - September 20, 2026",{"name":33,"created_at":34,"published_at":35,"updated_at":36,"id":37,"uuid":38,"content":39,"slug":58,"full_slug":59,"sort_by_date":60,"position":61,"tag_list":62,"is_startpage":24,"parent_id":63,"meta_data":60,"group_id":64,"first_published_at":65,"release_id":60,"lang":66,"path":60,"alternates":67,"default_full_slug":60,"translated_slugs":60,"_stopResolving":68},"Christopher Ruppel","2026-03-17T16:24:01.161Z","2026-04-06T00:09:57.160Z","2026-04-06T00:09:57.172Z",155955368617120,"5ce15b6e-5eb2-4ef8-ac4a-d147b128da73",{"_uid":40,"name":33,"blocks":41,"component":51,"expertise":52,"profile_picture":53},"01c2c833-f9f0-45f9-8b9b-80f2b5fa8be9",[42],{"_uid":43,"title":44,"blocks":45,"component":50,"is_large_title":24},"c0441a69-4a21-4765-986a-e2b9023e724d","Expertise ",[46],{"_uid":47,"copy":48,"component":49},"8f5c2874-33b2-4679-b5de-c44bb00257dd","Christopher Ruppel a rejoint Keel Infrastructure en tant que vice-président principal, Énergie. Chris apporte plus de deux décennies d'expérience à la croisée des infrastructures informatiques de pointe et de l'optimisation des systèmes énergétiques. Il a dirigé des stratégies de développement couvrant la production sur site, les actifs raccordés au réseau et les solutions de conversion du gaz en électricité pour soutenir les environnements d'IA et de calcul en périphérie à haute densité.\n\nL'expérience de Chris comprend la conception et le développement de plus de 4 GW de projets énergétiques à l'échelle mondiale, la structuration de financements de projets s'élevant à plusieurs milliards de dollars, ainsi que le conseil aux opérateurs de centres de données sur des stratégies énergétiques résilientes et optimisées sur le plan commercial. Avant de rejoindre Keel, il a occupé le poste de responsable du développement énergétique chez MARA Holdings, où il a dirigé la stratégie de la division Digital Energy de l'entreprise, en se concentrant sur les solutions d'alimentation derrière le compteur, l'optimisation thermique et les initiatives de réponse à la demande.","team_member_copy_block","team_member_block","team_member","Vice-président principal, Énergie",{"id":54,"alt":55,"name":19,"focus":19,"title":19,"source":19,"filename":56,"copyright":19,"fieldtype":21,"meta_data":57,"is_external_url":24},158128143448457,"Portrait of Christ Ruppel","https:\u002F\u002Fa.storyblok.com\u002Ff\u002F290340181793214\u002F853x1280\u002Ffb552a6926\u002Fchris-ruppel-large.jpeg",{"alt":55,"title":19,"source":19,"copyright":19},"christopher-ruppel","fr\u002Fteam-members\u002Fchristopher-ruppel",null,-170,[],146010902535401,"ccfaacf8-69a7-4d3e-8c7b-b317d370de47","2026-03-17T16:24:26.848Z","fr",[],true,[70],{"_uid":71,"copy":72,"component":103},"3e0da7d4-97e5-4754-8cb7-7c7e276efe50",{"type":73,"attrs":74,"content":75},"doc",{"backgroundColor":60},[76,83,88,92],{"type":77,"attrs":78,"content":79},"paragraph",{"textAlign":60},[80],{"text":81,"type":82},"The AI race has stopped being a story about chips. In this issue of Digital Power Digest, Keel Infrastructure SVP Chris Ruppel breaks down eight forces reshaping how AI infrastructure actually gets built, starting with power, the hardest constraint of all. Pennsylvania's resource-adequacy analysis shows the grid failing PJM's reliability criterion from 2027 through 2030, driven largely by data-center load growth, and that shortfall is pushing developers to act like power companies themselves. \"Bring your own power\" started as a workaround, but with Vertiv moving into microgrid controls and xAI building a battery-backed campus in Memphis, self-generation is becoming the standard.","text",{"type":77,"attrs":84,"content":85},{"textAlign":60},[86],{"type":87},"hard_break",{"type":77,"attrs":89,"content":90},{"textAlign":60},[91],{"type":87},{"type":77,"attrs":93,"content":94},{"textAlign":60},[95],{"text":96,"type":82,"marks":97},"Read More",[98],{"type":99,"attrs":100},"link",{"href":101,"uuid":60,"anchor":60,"target":102,"linktype":21},"https:\u002F\u002Fa.storyblok.com\u002Ff\u002F290340181793214\u002Fx\u002Fdc363f2102\u002Fdpd-issue-4-1.pdf","_blank","post_copy","Digital Power Digest","post",{"id":17,"alt":18,"name":19,"focus":19,"title":19,"source":19,"filename":20,"copyright":19,"fieldtype":21,"meta_data":107,"is_external_url":24},{"alt":18,"size":23,"title":19,"source":19,"copyright":19},{"id":17,"alt":18,"name":19,"focus":19,"title":19,"source":19,"filename":20,"copyright":19,"fieldtype":21,"meta_data":109,"is_external_url":24},{"alt":18,"size":23,"title":19,"source":19,"copyright":19},"power-not-chips-now-decides-who-wins-the-ai-race","fr\u002Fposts\u002Fpower-not-chips-now-decides-who-wins-the-ai-race",-240,[],146629530122758,"9ebbd309-facd-4bd7-a626-b50a88cae463","2026-09-24T17:11:48.232Z",[],1790276073,[120],{"name":33,"created_at":34,"published_at":35,"updated_at":36,"id":37,"uuid":38,"content":121,"slug":58,"full_slug":59,"sort_by_date":60,"position":61,"tag_list":128,"is_startpage":24,"parent_id":63,"meta_data":60,"group_id":64,"first_published_at":65,"release_id":60,"lang":66,"path":60,"alternates":129,"default_full_slug":60,"translated_slugs":60},{"_uid":40,"name":33,"blocks":122,"component":51,"expertise":52,"profile_picture":126},[123],{"_uid":43,"title":44,"blocks":124,"component":50,"is_large_title":24},[125],{"_uid":47,"copy":48,"component":49},{"id":54,"alt":55,"name":19,"focus":19,"title":19,"source":19,"filename":56,"copyright":19,"fieldtype":21,"meta_data":127,"is_external_url":24},{"alt":55,"title":19,"source":19,"copyright":19},[],[],[],{"cache-control":132,"connection":133,"content-encoding":134,"content-type":135,"date":136,"etag":137,"referrer-policy":138,"sb-be-version":139,"server":140,"transfer-encoding":141,"vary":142,"via":143,"x-amz-cf-id":144,"x-amz-cf-pop":145,"x-cache":146,"x-content-type-options":147,"x-frame-options":148,"x-permitted-cross-domain-policies":149,"x-request-id":150,"x-runtime":151,"x-xss-protection":152},"max-age=0, public, s-maxage=604800, stale-if-error=3600","keep-alive","gzip","application\u002Fjson; charset=utf-8","Thu, 24 Sep 2026 18:55:29 GMT","W\u002F\"c810b24bf1cfe42128da7e908d7fe68b\"","strict-origin-when-cross-origin","5.972.0","nginx\u002F1.29.1","chunked","Origin,Accept-Encoding","1.1 4182a074185cd4c9b91519add9c7edf6.cloudfront.net (CloudFront)","25RUy6jmHhPPWy2owFOXEmPWvfE5q3P2M8RP1UoU8NgnYjzjedwGvw==","IAD55-P6","Miss from cloudfront","nosniff","SAMEORIGIN","none","4629246b-839a-405b-b10b-dfdad1e0b618","0.037923","0",1790276128611]